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Crumly & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Crumly & Associates’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Hold
6,876
– – 0.04% 183
2026
Q1 		$264K Buy
+6,876
New +$298K 0.06% 175

Other funds holding IBIT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Crumly & Associates's IBIT Position: Q2 2026 in Review

Crumly & Associates held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 6,876 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #183.

Crumly & Associates first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 673 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Crumly & Associates held 6,876 shares of iShares Bitcoin Trust worth $229K as of Q2 2026.
  • Crumly & Associates left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #183 holding.
  • Crumly & Associates first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Crumly & Associates's iShares Bitcoin Trust position peaked at $264K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.